Latest Institutional Transactions on Spdr Portfolio Long Term Corpo (SPLB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Corpo (SPLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8Closed |
$236 - $263
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$392K - $436K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-15.9KClosed |
$468K - $521K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-400Closed |
$11.8K - $13.1K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-101KClosed |
$2.97M - $3.3M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-9.6KClosed |
$283K - $315K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.9KClosed |
$322K - $359K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-51.9KClosed |
$1.53M - $1.7M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$587K - $653K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-112KClosed |
$3.3M - $3.67M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.44KClosed |
$249K - $277K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.8KClosed |
$230K - $256K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-17.9KClosed |
$529K - $589K
|
0
$0
|
|
Q4 2020 | |||||||
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47.8KClosed |
$1.5M - $1.59M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1MNew |
$31.4M - $33.3M
|
1M
$22.4M
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-16.7KClosed |
$526K - $557K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.8KClosed |
$935K - $991K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.69KClosed |
$273K - $289K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.37KClosed |
$263K - $279K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-28.4KClosed |
$892K - $945K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19Closed |
$603 - $638
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.1KClosed |
$352K - $372K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19+ 0.46% |
$531 - $602
|
4.12K
$92.1K
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-49Closed |
$1.37K - $1.55K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
568New |
$15.9K - $18K
|
568
$12.7K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Kemper Corp
|
SELL
|
- |
-1.69MClosed |
$39.7M - $55.1M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-46.7KClosed |
$1.1M - $1.52M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Providence First Trust CO
|
SELL
|
- |
-242KClosed |
$5.68M - $7.88M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-18.4KClosed |
$431K - $598K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-39.7KClosed |
$930K - $1.29M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-13KClosed |
$304K - $423K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.27KClosed |
$123K - $171K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-154KClosed |
$3.6M - $5M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.91KClosed |
$68.1K - $94.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-2KClosed |
$46.8K - $65K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.2KClosed |
$28.1K - $39K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$46.9K - $65K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.08KClosed |
$120K - $124K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.7KClosed |
$284K - $294K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-444KClosed |
$13M - $13.5M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.48KClosed |
$131K - $136K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Friedenthal Financial
|
SELL
|
- |
-12.8KClosed |
$374K - $387K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$305K - $316K
|
10.4K
$233K
|
|
Q3 2019 | |||||||
Nov 01, 2019
Q3 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-58Closed |
$1.68K - $1.75K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 08, 2019
Q2 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11.8KClosed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-113Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Old National Bancorp
|
SELL
|
- |
-379KClosed |
N/A
|
0
$0
|